Nexl Exclusion Rules allow your firm to dynamically manage the logic that determines whether contacts should be excluded or suppressed from receiving marketing material.
This can be configured based on:
Company Rules
Contact Rules
Company Rules allow you to exclude all Contacts from a Company, and set that to a specific Marketing List Category or for all Categories. This is useful for competitors and other conflicted companies.
Contact Rules allow you to be more granular in the logic and to set rules related to specific Contact data managed in custom fields such as Contact Type. Also with Contact rules you’re able to set the exclusion rule related to specific Marketing List Categories.
Permissions & Access
User roles that are able to manage Marketing Exclusion Rules are Admin and Manager Roles.
Configuration Instructions
Go to Marketing Lists and under the Actions menu
The existing Companies excluded will be visible and the existing Contact rules will be visible under the Contacts tab.
To add a new rules, click the “EXCLUDE” button
Choose a Company or Contact
Then choose the Marketing Category Type if relevant
For Contacts:
Select the custom field and value combination which will be excluded
Add a reason to help others understand the intent of this rule
Click Save
For Companies:
Select the Company
Add a reason to help others understand the intent of this rule
Click Save
Usage & Implications
Exclusion Rules don’t prevent Contacts from receiving marketing emails
While we support managing exclusion rules for your Contacts we do not automatically remove them from emails.
When you are using our Campaigns feature, if Contacts in your list match your Exclusion Rules you will see a warning message (as show below) and you can then review the Contacts and take actions as required.
Please ensure your Marketing team are aware of this to ensure Contacts are not mistakenly emailed.